The dialer button is accessible from all tabs within your platform and is conveniently located in the top-right corner. To get started with the dialer, ensure that a phone number is properly configured in your account. For assistance on how to do this, refer to the resources available in the Phone System section. After you have properly configured your phone number, click the dialer.
Quick Options #
This opens a user-friendly interface with standard dialer features, including the quick options to move (1), prevent minimization (2), or minimize the dialer to the topbar (3).
Keypad #
This is where you enter the number you want to dial. You can use your keyboard’s numeric keys to enter it manually or click the buttons of the number pad to enter a phone number with your mouse.
Select which phone number you’d like to make the call from. If you have multiple numbers set up in your platform, they’ll appear in the dropdown list.
When you are ready to dial a number, click the green phone button.
At the bottom of the dialer, you also have icons for Recents, Contacts, Voicemail, and Queued views.
Recents #
Let’s switch to the Recents view.
As you can see, the keypad has been replaced by a search box and a list of your most recently contacted numbers. You can use the search box to find a particular contact by their name or phone number.
Click the arrow next to each call to view the call date, access the contact’s profile, review associated notes and tags, send a message, or redial the number.
Contacts #
Click the Contacts button at the bottom of the dialer to open the Contacts view. This view displays all the contacts you have added to your account.
Like the Recents tab, you can use the search box to find a particular contact by their name or phone number.
Click the phone icon to initiate a call to the desired contact.
Voicemail #
For contacts who are unavailable to answer the call and have a voicemail inbox, users can leave a voicemail message. These messages will be displayed in the Voicemail view!
Queue #
The Queue tab will allow you to view any upcoming calls you’ve programmed manually, with the quick dialer, or via a workflow. Stay tuned for more details on this feature as soon as it is released!
Your dialer is an excellent way to reach your contacts within your platform and creates a unified communications record along with email, SMS, and other communication methods.
Frequently Asked Questions #
Where is the dialer located in the platform? #
The dialer button is available from every tab and sits in the top-right corner of your screen, so you can start a call no matter which section you’re working in.
What do I need to set up before I can make a call? #
You need a phone number properly configured in your account first. You’ll find setup steps in the Phone System section. Once your number is active, click the dialer and you’re ready to call.
Can I make calls from more than one phone number? #
Yes. If you have multiple numbers set up, they appear in a dropdown on the keypad. Select the number you want to call from before pressing the green phone button.
How do I leave a voicemail? #
When a contact is unavailable and has a voicemail inbox, you can leave a message, and it will appear in the Voicemail view at the bottom of the dialer.
What is the Queue tab for? #
The Queue tab shows upcoming calls you’ve lined up — whether added manually, through the quick dialer, or via a workflow — so your outbound calling stays organized.
How do I redial or follow up with a recent contact? #
Open the Recents view to see your most recently contacted numbers. Click the arrow next to any call to view the call date, open the contact’s profile, review notes and tags, send a message, or redial.
